Our Thoughts

Our outlook on the markets from our July 2026 market commentary...

July offered no shortage of reasons for investors to lose focus, yet markets largely refused to take the bait....

Is Canada entering a new chapter for its energy sector? Jeremy McCrea discusses how improving policy support, expanding LNG infrastructure, and renewed investor interest could reshape the outlook for Canadian energy companies in the years ahead....

Our outlook on the markets from our June 2026 market commentary...

Markets climbed another wall of worry in June. Record highs for the TSX, the strongest quarter for the S&P 500 since 2020, and plenty of headlines that suggested otherwise....

Geopolitical tensions are once again reshaping global energy markets. In this conversation with Ben Pham, CFA, we explore how disruptions to critical trade routes are influencing energy flows, pricing, and long-term infrastructure investment....

Our outlook on the markets from our May 2026 market commentary...

AI isn’t new but its impact is accelerating. In this conversation with Dr. Kristin Milchanowski, we discuss smarter data, evolving strategies in banking, and why human relationships remain at the core of advice...

April rebuilt confidence. May took it for a walk. Fresh highs in the S&P 500, steady gains in Canada, and a market that kept moving forward—even as headlines tried to slow it down....